Sydney, 8 September 2021 – Sandhurst Strategic Income Fund assigned SUPERIOR rating
Foresight Analytics has completed a ratings assessment of Sandhurst Trustees Ltd’s fund, the Sandhurst Strategic Income Fund (the Fund). The Fund has maintained its ‘SUPERIOR’ investment rating and Foresight Complexity Indicator of ‘RELATIVELY SIMPLE’, which reflects the view that the Fund is considered a relatively simple financial product, and that the investment manager will seek to outperform their chosen mainstream market sector.
A SUPERIOR rating is the highest on the investment rating scale used by Foresight Analytics. This rating denotes a very high level of confidence that the Fund can deliver a risk-adjusted return in line with the Fund’s investment objective.
The Sandhurst Strategic Income Fund is managed by Sandhurst Trustees Limited and invests primarily in Australian dollar denominated cash, money market securities, and asset-backed securities. The portfolio is actively managed to minimise capital loss and to provide consistent income over time.
The Fund offers quarterly income and, since inception in 2011, has delivered to its objective. The Fund has provided returns of 0.66% over the benchmark on a five-year basis, while maintaining a high level of capital stability and liquidity.
Foresight Analytics’ analyst, Maggie Callinan, says “The investment process is robust and benefits from the experienced management team”. She added that “Their investment approach is both conservative and highly analytical, employing a well-defined and rigorous process to generate consistent results.” The fund’s disciplined investment process and experienced management team have delivered superior risk-adjusted returns during this extended COVID period.”
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Foresight Analytics, an independent Sydney based firm, provides investment diligence, data analytics, research and advisory solutions to leading investment management companies, superannuation funds and wealth groups across the Asia Pacific. Foresight’s innovative, evidence-based analytical approach blends both human and forensic insights to deliver unique perspectives to investors. Foresight Analytics was founded in 2015 by Jay Kumar, a former executive of Morningstar, Optimix Investment Management, ANZ Wealth & Private Bank and the Reserve Bank of Fiji.
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